Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Roya Yeroshalmi is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2014 and has provided regulatory compliance services through Advanced Regulatory Compliance since 2004. Outside of her advisory role, she serves as an independent compliance consultant for the ACA Group. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Farris Mandilawi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, utilizing affiliated sub-advisor RBC Rochdale for portfolio management and asset allocation. The firm operates within a broad financial services group affiliated with a bank parent, offering integrated wealth management, trust, municipal advisory, and brokerage services.

Michael Shotton is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 designations with 19 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co. from 2016 to 2023 and Merrill from 2006 to 2009. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, often implementing advice through proprietary and custom model portfolios with ongoing monitoring and rebalancing.

Bradley Poock is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent five years at Stockcross Financial Services. Outside of advisory work, he is involved in a beverage company, Frosty Palm, and participates as a member of the Ali-Lessens Leads Club. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform that applies Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Malley Cooper is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation. Cooper has one year of industry experience, having worked previously at Carpe and completed five years at Duke University. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm employs proprietary and custom model portfolios, offers alternative investment consulting, and manages affiliated private funds and registered interval funds.

Anthony Delane is a CFP® professional with 11 years of industry experience, currently serving at Halbert Hargrove since 2016. Prior to joining Halbert Hargrove, he worked at UBS Financial Services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services through a multi-advisor platform.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, serving as Operations Director. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that include factor-based equity, ETFs, and hedged models, and integrates tax and accounting services alongside insurance offerings through affiliated entities.

Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Voya Financial. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment strategy focused on stocks, ETFs, and mutual funds, with portfolios customized to clients’ specific needs.

Steven Dymant is a financial advisor at SteelPeak Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Sydasha Global Advisors, LLC and Prime Opportunities Investment Group, LLC. Outside of advisory work, he serves on the board of directors for Vigilant Drone Defense, a counter-UAV technology company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, providing financial planning, portfolio management, and alternative investment consulting. The firm utilizes proprietary model portfolios and conducts due diligence on private securities for eligible clients, offering a range of investment solutions across multiple asset classes.

Kamyar Kashfi is an investment advisor representative at Siebert AdvisorNXT, LLC with 29 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 12 years and TD Ameritrade, Inc. for 2 years. Kashfi holds Series 63 and Series 65 licenses. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform that combines Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

David Bender is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 66 and Series 63 credentials and bringing 43 years of industry experience. His career includes positions at Muriel Siebert & Co., Inc., Stockcross Financial Services, Jesup & Lamont Securities Corp, Moors & Cabot, Inc., and Prudential Equity Group, LLC. He splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform with Modern Portfolio Theory-based portfolio construction alongside fundamental, technical, and sub-advised strategies, offering both discretionary and non-discretionary client engagement options.

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Paul Lieu is a financial advisor at Calton & Associates, Inc. with 31 years of industry experience. His prior employment includes roles at LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Citigroup Global Markets. Outside of advisory work, he is involved in the manufactured and real estate sales industries as a licensed agent. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing multiple analytical approaches and third-party money managers to construct portfolios.

Leonard Hirsh is a financial advisor at SEIA with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Ses LLC, Royal Alliance Associates, Inc., and Sii. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic and tactical allocation overseen by an Investment Committee.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Bradd Donovan is a financial advisor at CW Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Catalina Capital Group LLC, Securian Financial Services, Inc., and Principal Financial Services. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, employing a Core-and-Satellite investment framework that incorporates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Amy Gilbert is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at City National Securities, Inc., Hightower, Charles Schwab, and Fidelity, among other firms. Outside of her advisory work, she is involved in managing rental property with her family. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management through its affiliated sub-advisor RBC Rochdale and is part of a broad financial services group affiliated with a bank and other financial entities.